Find out about all the additional features and utilities inside Trustee Suite that can help propel you to become a Chapter 7 superstar!
Use Snapshots to find trends across cases. Submit clean reports to the UST by running the Auditor Tool. Understand how to manage your case data by setting up backups and purging cases on a regular basis.
330(e) Filing Video
A recording of the May 2022 training.
Add Calendar Entries
Learn how to add entries to the Calendar in Trustee Suite.
Add Timesheet Descriptions
Learn how to define a set of frequently used descriptions for time entry using Timesheet Descriptions.
Add Timesheet Entries
Learn how to add Timesheet entries to create a summary of detail list of the trustee and staff time dedicated to the administration of the estate.
Adding a New SnapShot
Learn how to add SnapShots, which display case information based on Filter expressions that you build in the application.
Advanced Tab
The 'Advanced' tab of the Case Filter Builder allows you to create powerful search operations from data fields in Trustee Suite.
Asset Descriptions
The Asset Descriptions report lists your Asset Descriptions, which can be filled in via the Asset Description List.
Asset Descriptions
Learn how to generate the Asset Descriptions report, which can be filled in via the Asset Description List.
Auditor Tool
Learn how to use the Auditor Tool, which tests data for common errors found during audits and links you to issues for correction.
Backup to Stretto
Learn how to backup your data to Stretto headquarters.
Banks
Learn how to access and edit the Banks setup table, which stores the necessary bank information for banks used in a case in Trustee Suite.
Blanket Bonds
Learn how to calculate your blanket bond premium on a pro-rata basis divided among asset cases with bank accounts.
Calendar, Tasks, and To Dos Video
A recording of the May 2020 training class.
Calendar, Tasks, Professionals and QuikDocs Tabs
Set up Calendar, Tasks, Professionals and QuikDocs tabs to synchronize with Outlook.
Chapter 7 Handbook
Learn about the Chapter 7 Handbook, which is intended to establish or clarify the views of the United States Trustee Program (Program).
Courts
Learn how to access and edit the Court table in 'Setup Tables,' which stores the court name, address and courtroom number.
Creating New Filters
Learn how to create customizable filters to query data in the Filter Builder screen.
Creating Temporary Filters
When you create a temporary filter the application automatically applies the new filter to the current SnapShot selected on the main SnapShots screen.
Dates Tab
Use the 'Dates' tab to set up System and Custom dates in Trustee Suite for synchronization with your Outlook Calendar.
Deactivate/Reactivate Cases
Learn how to deactivate a case so it will not show on most screens, nor on reports, but is still included in the Trustee Suite database. Then learn how to reactivate cases.
Deleting Filters
Using the Filter Maintenance screen of SnapShots allows you to delete any custom filter displayed in the filter list.
Deleting SnapShots
Using the SnapShot Maintenance screen allows you to delete any custom SnapShot displayed in the SnapShot list.
Districts
Learn how to access and edit the Districts list in 'Setup Tables,' a master list of the UST districts and the state and region in which they operate.
ECF Logins (PACER Logins)
Learn how to store multiple ECF logins (PACER passwords) in Trustee Suite so you don't have to enter information each time.
Editing Existing Filters
Using the Filter Maintenance screen of Snapshots allows you to edit any custom filter displayed in the filter list.